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Search Function Is Inconsistent

I find the search function to be inconsistent in iFinance... In Journal entry creation, for GL account, you can type in the account number or the account name and the search returns anything (be it the code or name) that matches, This is also true...
Guest 1 day ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Excluding Supplier from Approval in PL

Prior to the new workflow in iFinance, it was possible to exclude a supplier—such as utility companies—from the approval process simply by ticking a box in their supplier details. With the updated workflow, however, you now have to manually add th...
Guest about 7 hours ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Email Wizard to Support HTML

Can the email wizard have support for HTML. This would allow us to generate much better looking emails to parents.
Guest about 9 hours ago in IRIS Ed:gen & iSAMS / Communications 0 Awaiting Review

Amalgamate multiple invoice entries into 1 in GL

For a supplier invoice, if I make more than 1 entry to the same gl code and same analysis code on the AP side, I want to see these separate details when it goes to the GL side. I don't want it to be added up. This is becuase we do day trips which ...
Guest 1 day ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

HMRC licence renewal - notification and warning alerts

The HMRC licence is valid for 18 months. As with bank feeds, users should be notified when a licence is approaching renewal or, at the very least, iFinance should prevent submission and display an appropriate error message. However, iFinance does ...
Guest 7 days ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

WhatsApp link for communications

Many parents do not have their phones functioning in other countries and use whatsapp. SMS messages often do not get through. Could there be a possibility of whatsapp being added as a facility?
Guest 6 days ago in IRIS Ed:gen & iSAMS / SMS Gateway 0 Awaiting Review

Custom report builder (activities)

Enable the building of custom reports within the reports generator within the activities. I am looking to generate a report on activity entries to and from specific dates. Currently, every time I want to run a report on a specific activity, it run...
Guest 7 days ago in Every Compliance / Compliance 0

Show who is logged into the system

It would be great to have a way of seeing who is currently logged into the system. I regularly have to open closed period to post journals etc but don't want anything else posting while the periods are open. I currently have to guess who might be ...
Guest about 1 month ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

IRIS Financials Sync

The ability to sync contracts data from the BM module to IRIS Financials in a digital way.
Bradley Allen 10 days ago in Every Compliance / Business 0

Sync with IRIS Financials

The ability for the financial informaiton with in the Asset Management module of Every Compliance to sync / export to IRIS Financials in a digital way.
Bradley Allen 10 days ago in Every Compliance / Assets 0